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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-09 |
| NJ | RA | APPROVED | 2016-01-21 |
| TX | RA | APPROVED | 2016-01-14 |
Branch Locations
55 William Street, Wellesley, MA 02481 • United States
Ft Lauderdale, FL • United States
Provincetown, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Wellesley | MA | 01/2016 | Present |
1) Metrowest Health Foundation / 161 Worcester Road, Suite 202 Framingham,MA 01701 / Foundation/ Health Care & Pharmaceuticals / The foundation meets the health needs of the region's residents by supporting community-based and community driven programs. / Trustee / / I am a member of the board of trustees, I am the Treasurer, I am a member of the audit committee. / Start Date 1/1/09-12/31/17 / 2) Metrowest Health Foundation/ invetment related?: no/161 Worcester Road, Suite 202 Framingham,MA 01701/ I am a member of the investment committee./ Member of a committee with management, supervisor functions/ start date: 1/1/2009
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-05 |
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